X

XP

Democratiza investimentos com agentes autônomos

Investment Advisor: Early Career

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeCampinas - State of São Paulo, BrazilNo salary listed

About the Job

Requirements

  • Be pursuing a bachelor's degree, from at least the fourth academic term, in a quantitative course, Business Administration, Economics, Accounting, or Engineering; students must attend a night course.
  • Live in the city or region of the vacancy because the position is 100% in person.
  • Have a curious, ambitious profile and be able to build connections.
  • Be organized and energetic in client contact.
  • Have basic knowledge of macroeconomics and current affairs.
  • Complete the required PI assessment, which is sent by email after applying.

Responsibilities

  • Maintain client relationships and provide guidance on wealth management to help clients achieve their financial goals.
  • Monitor market trends, stay informed, and connect clients with the XP ecosystem.

Desired Qualifications

  • Knowledge of financial products such as fixed income, variable income, and funds.
  • CPA or CPRO-R certification; candidates without certification can receive the course free of charge if approved.

About the Company

XP

Democratiza investimentos com agentes autônomos

XP helps people access and improve their financial lives by offering investment services that challenge the dominance of big banks. Since 2001, starting as a small group of autonomous investment agents in Porto Alegre, the company has grown through a culture of Big Dream, Open Mind, and Entrepreneurial Spirit, giving its team autonomy to reshape the financial market. The product suite focuses on empowering individuals with investment options and guidance that aim to broaden access beyond the 95% market share held by large banks in Brazil. XP’s goal is to expand financial opportunity for many people by creating a different kind of financial system that serves more customers rather than a few dominant institutions.

Company size
5,001-10,000
Company stage
IPO
Headquarters
São Paulo, Brazil
Founded
2001

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